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Nuvama Wealth Management Ltd.

NUVAMAFinancial Services filings

We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.

Earnings calls

12 transcript(s)/analyst meet(s) served; 0 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 12 documents here); elsewhere sentences render unattributed.

KindDatePeriodServedAttribution rate
TRANSCRIPT202311032023-09-30yes
TRANSCRIPT202402202023-12-31yes
TRANSCRIPT202405172024-03-31yes
TRANSCRIPT202408022024-06-30yes
TRANSCRIPT202411042024-09-30yes
TRANSCRIPT202502072024-12-31yes
TRANSCRIPT202506042025-03-31yes
TRANSCRIPT202508212025-06-30yes
TRANSCRIPT202511122025-09-30yes
TRANSCRIPT202602022025-12-31yes
TRANSCRIPT202605182026-03-31yes
TRANSCRIPT202608052026-06-30yes

NUVAMA

files as a non-banking financial company. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.

Identity

Statement divisionnbfc
Scope servedconsolidated
Panels on this page4

Market

The closes are adjusted for every split and bonus on record inside the period this series covers, and each adjustment is checked against the price move on its ex-date.

Last close1,695.40
52-week range1110.6 – 1980.1
Return 1M-3.37%
Return 3M-3.04%
Return 1Y37.26%
Return 3Ynot reported for this period
Return 5Ynot reported for this period
Market capitalisationnot shown — we could not confirm it
Shares outstandingnot shown — we could not confirm it
P/Enot shown — we could not confirm it
P/Bnot shown — we could not confirm it
EV/EBITDAnot shown — we could not confirm it

Latest quarter filed — period ending 2026-06-30

In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.

Revenue from operations1,376.00
Other income6.00
Total income1,382.00
Cost of materials consumed0.00
Purchases of stock-in-trade0.00
Changes in inventories0.00
Employee benefit expense376.00
Finance costs295.00

Ownership — 2026-06-30, and the change from 2026-03-31

HolderPer centChange
promoter and promoter group0.54-0.00
institutions foreign0.190.02
institutions domestic0.080.00
mutual funds0.070.00
public0.460.00

Documents on file

ClassMost recentOn file
TRANSCRIPT2026-06-3012

Financial statements

Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.

Quarterly results, as filed

Line2023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Revenue from operations735.00841.00927.00949.001,051.001,032.001,120.001,123.001,135.001,104.001,269.001,376.00
Other income2.002.002.003.005.003.005.002.003.002.0012.006.00
Total income737.00842.00929.00953.001,057.001,035.001,125.001,125.001,138.001,106.001,281.001,382.00
Cost of materials consumed0.000.000.000.000.000.000.000.000.000.000.000.00
Purchases of stock-in-trade0.000.000.000.000.000.000.000.000.000.000.000.00
Changes in inventories0.000.000.000.000.000.000.000.000.000.000.000.00
Employee benefit expense213.00232.00251.00277.00293.00289.00308.00307.00314.00295.00346.00376.00
Finance costs147.00171.00183.00183.00200.00225.00215.00240.00237.00242.00258.00295.00
Depreciation and amortisation24.0045.0045.0020.0021.0024.0029.0024.0025.0027.0036.0027.00
Other expenses160.00156.00188.00166.00196.00165.00150.00123.00128.00124.00180.00181.00
Total expenses546.00612.00691.00659.00709.00701.00788.00775.00803.00765.00934.00974.00
Profit before exceptional items and tax191.00230.00238.00293.00348.00334.00336.00349.00335.00341.00347.00408.00
Exceptional items0.000.000.000.000.000.000.000.000.000.000.000.00
Profit before tax191.00230.00238.00293.00348.00334.00336.00349.00335.00341.00347.00408.00
Current tax43.0067.0067.0069.0086.0081.0092.0090.0086.0081.0088.0095.00
Deferred tax3.00-12.00-10.007.004.001.00-7.00-3.00-0.005.00-2.0010.00
Tax expense46.0055.0057.0076.0090.0082.0085.0087.0085.0086.0086.00105.00
Profit for the period145.00176.00181.00221.00257.00252.00255.00264.00254.00254.00269.00306.00
Profit attributable to owners145.00176.00181.00221.00258.00252.00255.00264.00254.00254.00269.00306.00
Profit attributable to non-controlling interests-0.00-0.00-0.00-0.00-0.00-0.00-0.00-0.00-0.00-0.00-0.00-0.00
Other comprehensive income-0.002.00-8.00-1.002.00-0.00-1.000.001.001.003.00-0.00
Total comprehensive income145.00178.00172.00220.00259.00252.00254.00264.00254.00255.00271.00306.00
Earnings per share, basic41.3950.1651.2762.5172.5470.4171.1373.3670.5414.0214.7916.78
Earnings per share, diluted41.1149.4350.1760.6070.4568.5569.0670.7068.1413.6214.4016.34
Interest earned257.00—339.00384.00406.00442.00485.00504.00435.00474.00555.00626.00
Fees and commission income400.00—529.00494.00552.00512.00575.00528.00564.00548.00644.00578.00
Net gain on fair value changes78.00—59.0070.0093.0077.0060.0090.00136.0082.0069.00173.00
Dividend income0.00—1.000.000.000.000.000.000.000.002.000.00
Rental income0.00—0.000.000.000.000.000.000.000.000.000.00

Annual results, as filed

Line2024-03-312025-03-312026-03-31
Revenue from operations3,151.004,158.004,631.00
Other income7.0011.0019.00
Total income3,158.004,169.004,650.00
Cost of materials consumed0.000.000.00
Purchases of stock-in-trade0.000.000.00
Changes in inventories0.000.000.00
Employee benefit expense891.001,166.001,262.00
Finance costs620.00822.00977.00
Depreciation and amortisation136.0094.00113.00
Other expenses661.00463.00556.00
Total expenses2,348.002,858.003,278.00
Profit before exceptional items and tax810.001,311.001,371.00
Exceptional items0.000.000.00
Profit before tax810.001,311.001,371.00
Current tax219.00328.00345.00
Deferred tax-32.006.000.00
Tax expense187.00333.00345.00
Profit for the period625.00985.001,040.00
Profit attributable to owners625.00986.001,041.00
Profit attributable to non-controlling interests-0.00-1.00-1.00
Other comprehensive income-7.00-1.005.00
Total comprehensive income618.00985.001,045.00
Earnings per share, basic177.97276.6657.59
Earnings per share, diluted174.14268.5456.06
Interest earned1,114.001,718.001,968.00
Fees and commission income1,734.002,140.002,284.00
Net gain on fair value changes258.00300.00378.00
Dividend income1.000.002.00
Rental income0.000.000.00

Balance sheet, as filed

Line2023-09-302024-03-312024-09-302025-03-312025-09-302026-03-31
Total assets17,875.0020,387.0022,614.0028,388.0024,256.0034,491.00
Property, plant and equipment218.00219.00269.00221.00226.00211.00
Capital work-in-progress0.000.000.000.000.000.00
Goodwill14.0014.0014.0010.0010.000.00
Other intangible assets48.0045.0040.0040.0031.0032.00
Inventories0.000.000.000.000.000.00
Cash and cash equivalents746.00367.00713.00533.00242.00581.00
Total equity and liabilities17,875.0020,387.0022,614.0028,388.0024,256.0034,491.00
Equity2,506.002,899.003,161.003,493.003,792.004,123.00
Equity share capital35.0035.0036.0036.0036.0036.00
Other equity2,467.002,859.003,122.003,454.003,754.004,085.00
Total liabilities———24,895.0020,464.0030,368.00

Cash flow, as filed

Line2023-09-302024-03-312024-09-302025-03-312025-09-302026-03-31
Net cash from operating activities-578.00-1,658.00-427.00-371.00-1,054.00-3,014.00
Net cash from investing activities-30.00-80.00-51.00-65.00-103.00-128.00
Net cash from financing activities565.001,316.00823.00601.00863.003,181.00
Purchase of property, plant and equipment27.0081.0011.0033.004.0029.00
Net increase in cash-43.00-422.00347.00166.00-291.0048.00
con:CFO.BEFORE_TAX-513.00-1,451.00-311.00-48.00-896.00-2,675.00
con:INTEREST_RECEIVED.OPERATING0.000.000.000.000.000.00
con:INTEREST_PAID.OPERATING0.000.000.000.000.000.00
con:DIVIDENDS_RECEIVED.OPERATING0.000.000.000.000.000.00
con:TAX_PAID.OPERATING64.00208.00116.00323.00158.00338.00
con:CF_OTHER.OPERATING0.000.000.000.000.000.00
con:INVESTMENTS_PURCHASED0.000.000.000.000.000.00
con:INVESTMENTS_SOLD0.000.000.000.000.000.00
con:PPE_DISPOSALS0.000.000.001.000.001.00
con:CF_INVESTING.SUBSIDIARIES_SOLD0.000.000.000.000.000.00
con:CF_INVESTING.SUBSIDIARIES_ACQUIRED4.004.000.000.000.000.00
con:CF_INVESTING.JV_SOLD0.000.000.000.000.000.00
con:CF_INVESTING.JV_ACQUIRED0.001.005.005.000.000.00

Who owns it

The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.

Holder2023-09-262023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Promoter and promoter group56.1956.1955.9555.8155.6855.1854.9354.7854.730.550.540.540.54
Domestic institutions0.790.790.931.271.441.544.715.816.370.080.080.080.08
Mutual funds————————4.980.060.070.070.07
Insurance companies0.780.780.780.780.780.770.770.770.770.010.010.010.01
Foreign institutions9.409.457.166.916.7313.8815.4616.5717.140.160.160.170.19
Government————————0.000.000.000.000.00
Public42.3842.3844.0544.1944.3244.8245.0745.2245.270.450.460.460.46
Non-institutional32.1932.1435.9636.0136.1529.4024.9022.8321.760.210.210.210.19
Shares outstanding35074457350744573522381735308603353952813571662035876058359743583600511036064250181806170182041513182528816

Related parties

Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.

CounterpartyRelationshipTypeAmount in the periodTransactions
Nuvama Clearing Services LimitedFellow subsidiaryAny other transaction, Dividend received, Interest r3,196,165,000,000.0051
Nuvama Wealth Management LimitedHolding CompanyAny other transaction, Dividend paid, Interest paid,2,377,496,500,000.0079
Nuvama Wealth and Investment LimitedFellow subsidiaryAny other transaction, Dividend received, Interest p798,141,600,000.0057
Nuvama Wealth Finance LimitedFellow subsidiaryAny other transaction, Dividend received, Interest p146,985,000,000.0061
Nuvama Custodial Services LimitedAssociate of Holding CompanyAny other transaction, Interest received, Investment1,498,100,000.0037
Nuvama Asset Management LimitedSubsidiaryAny other transaction, Interest received, Investment580,400,000.0027
Ashish KehairManaging Director & CEOAny other transaction, Remuneration105,700,000.002
Tushar AgrawalKey Managerial PersonnelAny other transaction, Interest received, Loan, Remu99,400,000.007
Nuvama Wealth Management (DIFC) LimitedSubsidiaryAny other transaction, Investment91,400,000.004
Alok SaigalExecutive DirectorRemuneration77,100,000.001
Shiv SehgalExecutive DirectorAny other transaction, Remuneration74,500,000.003
Rahul JainManaging Director and Chief ExecutAny other transaction, Remuneration74,000,000.005
Nuvama Investment Advisors Private LimitedSubsidiaryAny other transaction, Investment62,500,000.007
Nuvama and Cushman & Wakefield Management Private LimiteJoint VentureAny other transaction, Investment50,400,000.008
Bharat KalsiChief Financial OfficerRemuneration40,100,000.001

What management said

Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.

DateQuarterWho spoke
2026-08-05Q1FY27Read the call
2026-05-18Q4FY26Read the call
2026-02-02Q3FY26SGA, INVESTOR RELATIONS ADVISORRead the call
2025-11-12Q2FY26CHIEF EXECUTIVE OFFICERRead the call
2025-08-21Q1FY26Read the call
2025-06-04Q4FY25Read the call
2025-02-07Q3FY25Read the call
2024-11-04Q2FY25SGA, INVESTOR RELATIONS ADVISORRead the call
2024-08-02Q1FY25Ashish Kehair:Read the call
2024-05-17Q4FY24Read the call
2024-02-20Q3FY24LIMITED, WEALTH MANAGEMENT LIMITEDRead the call
2023-11-03Q2FY24LIMITED, WEALTH MANAGEMENT LIMITEDRead the call

What they said about it, quarter by quarter

TopicQ2FY25Q2FY26Q3FY24Q3FY25Q3FY26Q4FY24Q4FY25Q4FY26
CapexSo, if we remove the cost of capacity addition and the associated revenue with that, the cost-to-income ratio would have come down by 400 basis points…——I don't think this to slow down significantly unless we meaningfully reduce capacity addition because right now, if you see in both the businesses, th…And these are not very high opex, capex.———
Capital allocationHappy to share that the Board has declared the interim dividend for H1 FY '25 at INR 63 per share.So at least for the next 2 to 3 quarters, we can project the yields, and that looks to be in the range of 2.6% to 3-3.2% because we are in the acquisi…Because our competition has moved to a dividend payout structure.——So like last quarter, we highlighted that we would be thinking on giving a dividend, announcing a dividend?One, of course, new client acquisition continues to happen where we keep on getting the cash float.—
Costs————————
Debt and cash—————And so, lastly on the, we have a decent healthy cash flow as a fair market, also going ahead, what are the plans for effective utilization of this cas…——
DemandWe have a pipeline which will take it to about INR 2,000-INR 2,500 crores.And you also mentioned on the TBR pipeline, kind of sustaining in 2H also.The third question is on the IB pipeline.Now we see 1 month into the quarter, in terms of activity levels on the wealth side, both on incremental flow on the ARR side or on the transactional …——And what's the pipeline sort of looking like that you can think of in that segment?On ECM side, I think our overall pipeline right now.
GuidanceWould you like to guide that this kind of number should not correct, given that this is spread across a larger number of 1,000 plus RMs, given, of cou…So should we expect a 2Q run rate or some moderation to that?So, how do we expect to increase our revenues?—Nuvama Wealth Management Limited January 27, 2026 Once we migrate our flagship strategies of current AIF absolute return and long short into SIF, we e…How long do we expect that bridge to financial statement to offer in our books?——
MarginRM capacity today we are at around 1,200, which is almost 40% higher than what we had just 12 months before or say end of September '24 As those RMs g…So as to say, historically, my understanding is in this business, you have operating leverage favoring you.And would you -- would it be right for me to, we are at 27% ROE, would it be right for me to say that our goal would be to reinvest in the margin fund…It's not necessarily margin trade financing, which is linked to the levels of market and market activity.If you can split up the margin profile of the business between DCM, ECM and your IE.And second is, if you could just mention two, three action points to improve productivity and operating leverage over the next one or two years?Because unless you start doing things which are non-aligned to customer, sell very high-margin products, which again will be damaging to the business …So that phenomena also adds to productivity and operating leverage.
PeopleLet's say we reduce our RM hiring in the next 12 months, automatically there'll be a sharp fall in the cost-to-income ratio.So like, are we seeing some attrition over there?And second thing is on attrition trends and vintage of RM.When they move, and I'm saying there will be attrition.—So if you look at the cost-income for Nuvama Wealth for Q3, Q4, and if you look at our hiring most of our hiring is actually back-ended this year.So, I just wanted to know, I mean, how has been the attrition at the RM and the client level?Just lastly on attrition, I mean, have we had any kind of a regret attrition during the year?
Pricing————We are able to operate as a single one-stop shop and can give a bundled pricing.——Then a flow-through of that will happen in deposit pricing, and we will see the yields go up if that happens.
Revenue growthThe equity assets MTM is about 17%, whereas the equity revenue growth is about 2%.About INR20-25 crores on top line basis.So, it's a combination of organic growth of client assets, the products we offer, and the RMs who come in.—So we need to get closer to INR5,800 crores to INR6,000 crores for the fourth quarter to achieve that number, and you are seeing a growth of 20% to 30…—So, which means that this AUM growth of, again, around 20% plus is still overall possible is the view you have, right?In fact, the overall volume of insurance growth was also not like historically, we would grow by 50%, 50%.